Follow these steps to save your backup to your computer.
You have successfully created a backup file and transferred it onto your local machine. Once done click on “Open Downloads folder” to navigate to the backup file.
From here, you can load through our website for conversion.
File > Utilities > Clean up company data Clean up the file by purging transactions prior to your chosen date.
Remove all transactions prior to your chosen date.
Uncheck "Remove uncleared (unreconciled) bank and credit card transactions."
Remove the ''done' to do' notes. You may also wish to check the box for the unused accounts/customer or suppliers.
Select Begin Cleanup
Put the backup into a subfolder. Select OK
At this stage also go through the complete verification.
Click Save.
If you receive this error, some additional account fixing may be required. See the steps below.
It is best to save as a QBW or QBB you can then reopen the file to check that all the data you are wanting to convert is still in it prior to starting a conversion.
Reckon then asks where to save the working copy. Save in a directory and call it something unique so that it is clear that this not your working file. Once you have verified the data this is the file to upload. Be sure to remove any passwords.
If you have a Reckon Accountant file, we need the file to be saved from a business version of Reckon (Pro / Premier / Enterprise). To do this, please follow these steps: